Posts Tagged ‘advisory services’
Advisors’ Guide to Impact: Deliver Real Value, Dodge Time-Waste Traps
I sat through another bad webinar… In the world of professional advisory, whether it’s consulting, coaching, or mentoring, the value of time cannot be overstressed. Time, after all, is the…
Read MorePathfinder – GROW your advisory services offer.
About Lesson Learning Objectives: Learn the three phases of the client journey as an advisory services client of your firm. Understand the psychology of your client when helping them to…
Read MorePathfinder – EXECUTE your advisory services offer.
About Lesson Learning Objectives: Set up the environment that you and your client will be using during your advisory sessions. Identify the documents you will need from your clients in…
Read MoreThe 15 Rules of Advisory Service For Accountants
It doesn’t matter where I look, someone is talking about the need for accountants and bookkeepers to make the move to providing advisory services. I get it. This was a…
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